Creating a Policy (Backup) in R1Soft’s CDP 3.0 Enterprise Edition

In the CDP 3.0 version, the Backup Scheduler is known as “Policy”. The policy feature allows you to schedule policy in two different ways. You can either schedule recurring policies or create a one-time policy. In order to schedule a policy (backup) in CDP 3.0 follow the instruction given below:

There are three important things (Agent, Volume and Disk Safe) which must be already created before you proceed with the steps below. If you don’t know how to create them, check out the following CDP 3.0 tutorials:

How to Create an Agent in CDP 3.0 Enterprise Edition?
How to Create a Volume in CDP 3.0 Enterprise Edition?
How to Create a Disk Safe in CDP 3.0 Enterprise Edition?

Let’s proceed. We assume that you have already logged in to the CDP 3.0 server.

Step 1: Click on the “Policy” option listed in the Dashboard menu. (see image below)

Step 2: Next, click on the “Create New Policy” located in the top left pane. (see image below)

Step 3: When you click on “Create New Policy” a new popup window will appear. (see image below)

Step 4: Here you will need to define the following settings:

Identification:

Enabled – Select the checkbox to enable the policy
Name – Enter a name to keep a track
Description – Enter a description to keep a track

Disk Safe:

Agent – Select an agent added for the client’s server
Disk Safe – Select a disk safe created for client’s server

Frequency:

Frequency Type – Specify the schedule and recurrence for the policy (On Demand, Hourly, Daily, Weekly, Monthly or Yearly).

Step 5: Now, click on the “Create” button in the bottom of the window in order to create the policy.

Step 6: You will see a notification window appearing on your screen showing a message “Successfully created policy”.

Step 7: Hit the “OK” button to add the policy to the policies list.

That’s it!